Nolan Securities Corp.
Firm details
- Headquarters
- Monterey, Massachusetts
- CRD number
- 27984
- Registered since
- February 1, 1991
Firm profile
FINTRXOverview
Nolan Securities Corp. is a privately owned corporate entity that has been SEC-registered since 1991. FINTRX classifies the firm as unclassified and lists the ownership as individual. The profile contains minimal detail about the firm's business model: FINTRX does not report a disclosed client base, fee structure, advisory activities, or capital-allocation role. Nolan Securities is not identified as an active ESG investor, is not flagged as a multistate adviser, and is not listed as a pension consultant or related adviser. Available public data on the firm's activities and affiliations is sparse, leaving its operating focus and target clients unclear. The lack of reported advisory activities in FINTRX suggests the firm does not present itself as an active RIA platform with managed client assets, at least in the data provided.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3Bruce Kelly
CRD 1385457
Eamon Kelly
DirectorCRD 3254426
Leonard Schwalb
Registered Financial ProfessionalCRD 1061625
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Monterey, MA
Berkshire
Location
Monterey, MA
Headquartered in Monterey, MA, in the Northeast of the United States.
- Region
- Northeast
- County
- Berkshire
- Address
- 535 Main Rd
- Time zone
- ET (UTC-5)
- Office locations
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